The exact frameworks our team uses to design, build, and ship AI automations that save clients 1,000+ hours a year.
The problem
Most teams automate the wrong thing first. They optimize a sub-step instead of replacing the workflow. The result: faster broken process.
We start by mapping the full workflow (every input, every decision, every handoff) and identify the one chokepoint where automation compounds.
The framework
Three phases, run quarterly. Each phase has a deliverable and a measurable outcome.
Audit + delete. Most workflows shrink 30-40% before any automation.
Replace manual handoffs with agents, webhooks, and one shared source of truth.
Monitor with alerts, retros, and a quarterly clean cycle. No system stays clean forever.
Real example
A 15-person growth agency used 7 tools to qualify a lead. We mapped it, killed 5 tools, and replaced 4 manual handoffs with a single n8n flow + Claude agent.
Lead-to-qualified time dropped from 4 days to 11 minutes. Same team, same volume, more output. This is the same custom workflow automation process we run for every client engagement.
trigger: webhook (inbound form)
step 1: enrich (Clay → company data)
step 2: score (Claude agent → ICP fit)
step 3: route (Slack to AE if score ≥ 8)
step 4: backfill CRM (HubSpot)Get our latest AI automation discoveries, see how we deploy real client workflows, and steal the playbooks we use to ship faster, for free.
Plus, receive a welcome gift: our blueprint for automating your first 5 internal workflows in under 30 days.
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